See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $165,984-35.7% | $164,813-35.2% | $145,922-26.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 11.80% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,353 | $5,273+20.5% | $4,341+46.4% | $4,660+36.3% |
| Participant deferral / active EE | $29,426 | $6,959+322.8% | $6,031+387.9% | $6,688+340.0% |
| Admin fee / account holder | $44,406 | $16,648+166.7% | $12,690+249.9% | $13,397+231.5% |